Is Your Business Actually Building Wealth?

Take the 3-minute assessment to find out.

This scorecard reveals how aligned your current financial systems are with long-term wealth creation. In just 20 questions, you’ll uncover gaps in your tracking, tax strategy, profit extraction, and legacy planning — so you can stop relying on revenue alone and start building real, lasting wealth.

Take this assessment to get a clear picture of where you stand — and where to go next.

You’ll be scored against the following key areas:

Wealth Mindset

Move from reactive money decisions to intentional wealth creation. Build confidence, clarity, and systems that convert business success into predictable personal wealth growth.

Tracking & Clarity

Replace financial guesswork with visibility. Understand profit targets, investment needs, and systems that run independently, so wealth keeps building even without daily involvement.

Profit & Cash Flow

Ensure your business generates reliable cash flow beyond revenue. Optimize profit, measure real returns, and create financial calm, control, and long-term independence.

Tax & Entity Strategy

Align tax planning and entity structure with wealth goals. Reduce tax drag legally, support personal assets, and ensure your business works for you—not against you.

Continuity & Legacy

Build systems that outlast you. Coordinate advisors, track net worth, protect family continuity, and turn today’s business success into lasting generational wealth.

Stop Guessing. Start Building Real Wealth.

Get a clear, consulting-grade view of how aligned your business systems are with long-term wealth creation—in just a few minutes.